All values shown herein are broad estimates of value and not to be interpreted as an offer, definitive valuation, or binding in anyway. For a more accurate valuation contact, Alaris Acquisitions.

Explore buyers

Explore potential partners by reviewing the most comprehensive data on the buyers in the industry.

M&A Knowledge Centre

Explore our M&A knowledge centre for expert advice and the latest trends in M&A processes. Stay ahead in the M&A game with valuable insights and informative articles.
Valuations & Deal Structure
Icon of an arrow pointing rightIcon of an arrow pointing right
Seller Concerns
Icon of an arrow pointing rightIcon of an arrow pointing right
Understand the M&A Process
Icon of an arrow pointing rightIcon of an arrow pointing right
General Topics
Icon of an arrow pointing rightIcon of an arrow pointing right

Essential Reading

How to vet culture

The secret to a successful firm? Invest in company culture

Oct 25, 2024
5 mins read
Technology

AI Usage Top Priority for SEC Examiners in 2025

Oct 21, 2024
5 mins read
Valuations & Deal Structure

Basic Valuation Math

Sep 25, 2024
5 mins read
Buyer Models

Striking the Right Balance Between Margins and Compensation

Sep 25, 2024
5 mins read
How buyers help us grow

How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

Sep 23, 2024
5 mins read
Technology

AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years

Sep 18, 2024
5 mins read
How buyers help us grow

Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

Sep 9, 2024
5 mins read
Seller Concerns

Demystifying the Independence Conundrum – with Dean Barber of Modern Wealth Management

Sep 4, 2024
5 mins read
Legal & Tax

Six Considerations for Ensuring the Right Business Exit

Aug 27, 2024
5 mins read
How to vet culture
Seller Concerns
Valuations & Deal Structure

Opinion: M&A math reveals misleading multiples

Aug 24, 2024
5 mins read
How buyers help us grow

Opinion: What is the point of growth for RIAs?

Aug 23, 2024
5 mins read
How buyers help us grow

Joe Duran: These 4 pillars are the ‘SOUL’ of organic growth

Aug 15, 2024
5 mins read
How buyers help us grow

Get Your Organic Growth Process In Order Before Pursuing M&A

Aug 15, 2024
5 mins read
Seller Concerns

Financial Auction vs Cultural Conviction

Aug 13, 2024
5 mins read
How buyers help us grow

Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Aug 12, 2024
5 mins read
Legal & Tax

Know Your Worth | Ted Motheral

Aug 8, 2024
5 mins read
Technology

Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors

Jul 19, 2024
5 mins read
General Topics

The Alaris Advantage: How M&A Advisors Create Value

Jul 18, 2024
5 mins read
Understand the M&A Process

Opinion: Financial Auctions Aren't Suitable for RIA M&A

Jul 16, 2024
5 mins read
Legal & Tax

Know Your Worth | Jacqueline Martinez

Jul 11, 2024
5 mins read
How buyers help us grow

Opinion: The dirty little secret about RIA organic growth

May 30, 2024
5 mins read
Buyer Models

Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski

May 28, 2024
5 mins read
How to vet culture

Are Toxic Cultures the Silent Killers of the Asset Management Industry?

May 17, 2024
5 mins read
My Team/ Staff

Internal Transactions Are Still an Option for RIAs

May 10, 2024
5 mins read
Buyer Models

Buyer Lifecycle Differences – With CJ Rendic & Scott Holsopple

May 7, 2024
5 mins read
Valuations & Deal Structure

How to differentiate between buyers' deal structures - minority interest versus full acquisition?

Mar 15, 2024
5 mins read
How buyers help us grow

Block out time in your schedule for growth

Jan 31, 2024
5 mins read
Legal & Tax

What happens after you have signed the LOI? With Michael Belluomini, VP M&A at Carson Group

Dec 21, 2023
5 mins read
Understand the M&A Process

A Seller's Perspective on their M&A experience. With Shawn Meade, formerly Redwood Wealth Management

Oct 4, 2023
5 mins read
Buyer Models

The Role of Practice Management in choosing a buyer in the M&A process. With Stephanie Bogan

Sep 5, 2023
5 mins read
Valuations & Deal Structure

Buyer Sources of Capital: Private Equity. With Matt Brinker, MP at Merchant Investment Management

Aug 1, 2023
5 mins read
Valuations & Deal Structure

Decoding organic growth: The buyers perspective - The Buyer's Boardroom with Pat McClain.

Jun 1, 2023
5 mins read
How buyers help us grow

Ep. 2 What makes a seller more, or less attractive? - The Buyer's Boardroom with Matt Cooper

May 29, 2023
5 mins read
General Topics

Ep.1 The inaugural podcast - Let's get deal ready! - The Buyer's Boardroom

May 22, 2023
5 mins read
Valuations & Deal Structure

Selling Your RIA? Five Ways to Bridge the Valuation Gap

May 31, 0224
5 mins read
How to vet culture

M&A must benefit the client

5 mins read
Legal & Tax

5 Reasons Sellers Need a Quality of Earnings Report

5 mins read
Technology

Financial Advisor Technology Map

5 mins read
Join alaris process
Ready to find your perfect match?
Book a call
Book a call
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management